Position in NJR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$659,534
-$9,885 QoQ
Shares Held
11,769
-3.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#210
of 456 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Arkadios Wealth Advisors holds $3,188,281 across 7 Utilities - Regulated Gas names. NJR ranks #1 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NJR |
New Jersey Resources Corp
This page
|
11,769 | $659,534 | |
| 2 | BKH |
Black Hills Corp /Sd/
|
8,442 | $628,084 | |
| 3 | MDU |
Mdu Resources Group Inc
|
28,083 | $595,640 | |
| 4 | NI |
Nisource Inc.
|
9,854 | $468,557 | |
| 5 | UGI |
Ugi Corp /Pa/
|
8,980 | $310,169 | |
| 6 | ATO |
Atmos Energy Corp
|
1,627 | $280,282 | |
| 7 | BIPC |
Brookfield Infrastructure Corp
|
6,390 | $246,015 |
All Filings in NJR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $659,534 | 11,769 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $669,419 | 12,189 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $649,599 | 14,085 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $740,353 | 15,376 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $606,280 | 13,527 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $603,977 | 12,311 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $582,425 | 12,485 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $617,328 | 13,079 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $560,877 | 13,123 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $523,201 | 12,193 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $524,483 | 11,765 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $467,245 | 11,500 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $542,800 | 11,500 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $831,250 | 15,625 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $796,946 | 16,061 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $688,589 | 17,793 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $793,836 | 17,827 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $847,355 | 18,477 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $823,211 | 20,049 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $720,706 | 20,704 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $685,668 | 17,328 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $736,717 | 18,478 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $745,767 | 20,978 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $580,821 | 21,496 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $680,687 | 20,848 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $693,021 | 20,401 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||